SMA
AMGN icon

Sage Mountain Advisors’s Amgen AMGN Stock Holding History

Sage Mountain Advisors’s Portfolio AMGN Stock Details AMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$286K Buy
790
+117
+17% +$40.1K 0.02% 187
2026
Q1 		$237K Sell
673
-4,516
-87% -$1.61M 0.02% 185
2025
Q4 		$1.7M Buy
5,189
+262
+5% +$83.1K 0.09% 115
2025
Q3 		$1.39M Sell
4,927
-222
-4% -$64.4K 0.08% 126
2025
Q2 		$1.44M Buy
5,149
+544
+12% +$154K 0.09% 104
2025
Q1 		$1.43M Buy
4,605
+343
+8% +$101K 0.11% 88
2024
Q4 		$1.11M Sell
4,262
-446
-9% -$132K 0.08% 107
2024
Q3 		$1.52M Buy
4,708
+849
+22% +$278K 0.13% 81
2024
Q2 		$1.21M Sell
3,859
-152
-4% -$44.7K 0.11% 87
2024
Q1 		$1.14M Buy
4,011
+774
+24% +$226K 0.12% 90
2023
Q4 		$932K Buy
3,237
+208
+7% +$56.7K 0.11% 84
2023
Q3 		$814K Buy
3,029
+53
+2% +$13.2K 0.11% 81
2023
Q2 		$661K Buy
2,976
+196
+7% +$45.5K 0.09% 95
2023
Q1 		$672K Buy
2,780
+1,444
+108% +$354K 0.11% 81
2022
Q4 		$351K Buy
1,336
+63
+5% +$16.9K 0.08% 94
2022
Q3 		$287K Sell
1,273
-3
-0.2% -$727 0.08% 117
2022
Q2 		$310K Buy
1,276
+70
+6% +$17.2K 0.05% 327
2022
Q1 		$292K Sell
1,206
-1,447
-55% -$332K 0.05% 387
2021
Q4 		$597K Sell
2,653
-173
-6% -$36.5K 0.07% 267
2021
Q3 		$601K Buy
2,826
+88
+3% +$20.3K 0.09% 224
2021
Q2 		$667K Buy
2,738
+852
+45% +$210K 0.11% 193
2021
Q1 		$469K Buy
1,886
+297
+19% +$70.9K 0.1% 170
2020
Q4 		$365K Buy
+1,589
New +$366K 0.12% 117

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sage Mountain Advisors's AMGN Position: Q2 2026 in Review

Sage Mountain Advisors increased its Amgen (AMGN) stake by 17% in Q2 2026, buying an estimated $40.1K and bringing the position to 790 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #187.

Sage Mountain Advisors first reported a position in AMGN in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.7M in Q4 2025. 3,153 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Sage Mountain Advisors held 790 shares of Amgen worth $286K as of Q2 2026.
  • Sage Mountain Advisors bought 117 Amgen shares in Q2 2026, an estimated $40.1K.
  • Amgen made up 0.02% of Sage Mountain Advisors's portfolio in Q2 2026, its #187 holding.
  • Sage Mountain Advisors first reported a position in Amgen in Q4 2020 and has held it in 23 quarters since.
  • Sage Mountain Advisors's Amgen position peaked at $1.7M in Q4 2025.
  • 3,153 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.